Anthony Chan
Anthony Chan
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Inflationary pressures are starting to percolate --and the Federal Reserve is going to react to this.
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Even though I don't think one number is going to change the Federal Reserve's mind, the markets react to data as it comes out and these numbers were not inflation friendly.
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As the equity markets react positively to this change, we get a bit of a positive wealth effect which in turn should induce higher consumer spending.
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There's a very good likelihood we'll see the sector come back as rebuilding takes place and the economy starts to react to the huge stimulus in the pipeline.
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Today, information disperses so fast that we're reacting in nanoseconds to the news,
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The initial knee jerk reaction was a powerful rally in the morning. As cooler heads prevail, it's clear it's still a positive for equities, but the question is whether it is strongly positive or mildly positive.
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Everyone knows that consumers cannot carry the economy indefinitely on their own, and this report provides some hope that the long-awaited capital spending recovery may not be too far off.
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The bidding fever that was present a year or so ago has all but disappeared, and that's another sign that this market is slowing.
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The best way to read the numbers is going to be to average the two months' data because the hurricanes are distorting the wider picture, ... But excluding the hurricane effects, we're doing 190,000 to 200,000 new jobs a month and that's quite healthy.
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The best way to describe this report is 'holy cow,' ... This is a great report. We have Alan Greenspan a little bit worried about inflation and certainly the financial markets will realize that those worries certainly continue to prove to be unfounded.
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The average hourly earnings figures were truly the spoiler of this report, ... It tells us that the Fed may now have to start becoming more vigilant about upcoming price pressures.
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The auction also showed that foreign appetite for our securities remain voracious, which in itself is another positive sign.
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The retail sales figures clearly prove that betting against the consumer is a sucker's bet. Not surprisingly, the ex-auto figure on retail sales tears down the argument that consumers are only buying cars and houses.
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These numbers tell us that the underlying productivity surge observed in recent years remains alive and well. If productivity could rise by 1.1 percent during a sluggish growth environment, imagine what can happen once the U.S. reverts back towards trend economic growth.